Advisor at Ameritas Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Punxsutawney, PA 15767
Credentials
Series 63
Industry experience
41 years
Michael Mumau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 41 years of industry experience. His career includes long-term roles with Ameritas-related firms and independent ventures, including Swift Kennedy & Associates and Mumau Investments and Insurance. Outside of financial advising, he is a part owner of Punx’y Beverage Company, which sells cider, mead, and wine. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning, utilizing model portfolios, third-party sub-advisers, and custom strategies, with services available on both discretionary and non-discretionary bases.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery
$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program
Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis
31 Universal Dr Ste A
Punxsutawney, PA 15767
Pennsylvania · Texas
Punx'y Beverage Company
2022 - Present (4 years)
Ameritas Advisory Services, LLC
2021 - Present (5 years)
Mumau Investments and Insurance
2019 - Present (7 years)
Swift Kennedy & Associates
1999 - Present (27 years)
Underwriters Brokerage
1990 - Present (36 years)
Ameritas Life insurance Corp
1988 - Present (38 years)
Ameritas Investment Corp.
1984 - Present (42 years)
Western PA Finl Ctr DBA Ameritas Finl Services of WPA
1981 - Present (45 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Dayton, PA
Private Advisor Group, LLC
Mark Luchesa is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011 and also operates Marcello Wealth Management, Inc., where he offers fixed annuity products. Additionally, he serves as a board member of the Marcello Charitable Trust. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.
Series 63, Series 65
Punxsutawney, PA
OSAIC Institutions, INC.
Eric Britton is a financial advisor with OSAIC Institutions, INC. in Dubois, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth Insurance/Advisors since 2002. Britton is also involved with First Commonwealth Bank's Trust Division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions, utilizing fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets.
Series 63, Series 65
Marion Center, PA
Ameriprise
Kristain Krecota is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Investment Professionals, Inc., Lincoln Financial Advisors, and S&T Bank. Outside of his advisory role, he owns Stockings for Seniors of Indiana County, a nonprofit that delivers Christmas stockings to individuals in nursing homes. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.
Series 66
Reynoldsville, PA
Ameriprise
Zachary Evock is a financial advisor with Ameriprise in Reynoldsville, PA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2020, he worked at PNC Investments for six years. Outside of his advisory role, he is connected to Copper Cabin Farm LLC, a livestock sales business owned by his wife. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
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